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Polar Capital Automation & Artificial Intel R USD

Ranked 9 out of 46 in - Global Themes over 12 months
All calculations are in GBP unless stated

Managed by

Nick Evans

After achieving an honours degree in Economics from Hull University, Nick Evans joined Lloyds TSB's IT Specialist graduate training scheme. In 1998 he transferred to Hill Samuel Asset Management and began managing pan European investments. Evans moved to Framlington in 2000 (now AXA Framlington) where he headed up the technology team, and now works for Polar Capital, where he runs the Polar Capital Global Technology fund. An adventurous sportsman, Evans enjoys sailing, skiing, hockey and golf.

Ben Rogoff

Ben Rogoff was born in London in 1972. He graduated from St Catherine’s College, Oxford University with a BA in modern history. Ben started his career in 1995 at Dean Witter International where he was involved in US equity sales. In 1997 he joined Clerical Medical IM where he was an associate director in global technology. Ben joined Aberdeen Asset Management in 1998 where he was a senior fund manager on the technology desk. He joined Polar Capital in 2003 where he is currently a fund manager. Ben has been managing funds for over 12 years and outside of work he enjoys football and collecting early computer games.

Xuesong Zhao

Xuesong Zhao joined Polar Capital in May 2012 and has 11 years’ investment experience. He is a lead manager of the Polar Capital Automation and Artificial Intelligence fund and is a fund manager on the Polar Capital Technology Trust and the Polar Capital Global Technology fund. Prior to joining Polar Capital, he spent four years working as an investment analyst within the emerging markets and Asia team at Aviva Investors, where he was responsible for the technology, media and telecom sectors. Prior to that, he worked as a quantitative analyst and risk manager for the emerging market debt team at Pictet Asset Management. He started his career as a financial engineer at Algorithmics, now owned by IBM, in 2005. He holds an MSc in finance from Imperial College of Science & Technology, as well as a BA in economics from Peking University. He is also a CFA Charterholder.

Objective

The Funds investment objective is to achieve long term capital appreciation. The Fund will seek to achieve its investment objective by primarily investing in a diversified portfolio of global equity securities which may be listed or traded on a Regulated Market. The Fund is not expected to invest more than 20% of its Net Asset Value in emerging markets. The securities in which the Fund will primarily invest will include equity and equity related securities including, but not limited to, ordinary and preference shares and financial derivative instruments The securities in which the Fund will primarily invest will include equity and equity related securities including but not limited to ordinary and preference shares and financial derivative instruments.

Showing fund performance in United Kingdom View performance globally

Performance

Global Themes over : 30/04/2018 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 14.0%
2018 -5.9% -2.5% 6.3% 7.2% -15.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Denmark
  4. Finland
  5. France
  6. Germany
  7. Guernsey
  8. Ireland
  9. Italy
  10. Jersey
  11. Liechtenstein
  12. Luxembourg
  13. Netherlands
  14. Norway
  15. Singapore
  16. Spain
  17. Sweden
  18. Switzerland
  19. United Kingdom

Fund Info

  • Launch date06/10/2017
  • Share Class size401Mn
  • Base currencyUSD
  • ISIN IE00BF0GL105

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.30%
  • Initial investment5.00%

Related News

Polar Capital profit jumps 131% as it rushes towards £15bn

The firm registered a £900 million inflow in the six months to the end of September, helping lifting assets by 23% to £14.7 billion.

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).